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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,931 | $71,230-14.5% | $93,727-35.0% | $80,959-24.7% |
| Participation rate | 61.5% | 60.4%+1.1pp | 68.7%-7.2pp | 67.7%-6.1pp |
| Annual return | 10.36% | 11.26%-0.9pp | 133.83%-123.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $568 | $1,565-63.7% | $2,421-76.5% | $2,757-79.4% |
| Participant deferral / active EE | $998 | $4,037-75.3% | $4,417-77.4% | $4,300-76.8% |
| Admin fee / account holder | $7,681 | $6,961+10.3% | $8,292-7.4% | $6,925+10.9% |